Purchases and Sales Made in Q4 2024 in Vanguard Mid Cap Value Index F (VOE)
This table provides information about the institutional ownership of Vanguard Mid Cap Value Index F (VOE) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP VALUE INDEX F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
64+ 1.69% |
$10.3K - $11.3K
|
3.86K
$636K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
61+ 0.42% |
$9.81K - $10.7K
|
14.5K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
58+ 2.11% |
$9.33K - $10.2K
|
2.81K
$463K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
58+ 2.73% |
$9.33K - $10.2K
|
2.18K
$360K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
49New |
$7.88K - $8.63K
|
49
$8.07K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
49+ 10.91% |
$7.88K - $8.63K
|
498
$82.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
47+ 0.88% |
$7.56K - $8.28K
|
5.4K
$890K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
46New |
$7.4K - $8.1K
|
46
$7.58K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
45+ 0.25% |
$7.24K - $7.93K
|
18.3K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
45+ 0.61% |
$7.24K - $7.93K
|
7.39K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
44+ 97.78% |
$7.08K - $7.75K
|
89
$14.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
43+ 0.73% |
$6.92K - $7.58K
|
5.96K
$982K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
43+ 2.53% |
$6.92K - $7.58K
|
1.75K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
42+ 0.58% |
$6.76K - $7.4K
|
7.25K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
41+ 0.21% |
$6.6K - $7.22K
|
19.4K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.13% |
$6.27K - $6.87K
|
29.5K
$4.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
37+ 0.72% |
$5.95K - $6.52K
|
5.17K
$852K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
37+ 1.11% |
$5.95K - $6.52K
|
3.36K
$554K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
36New |
$5.79K - $6.34K
|
36
$5.93K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
35New |
$5.63K - $6.17K
|
35
$5.77K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
35+ 0.75% |
$5.63K - $6.17K
|
4.72K
$778K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
33+ 0.22% |
$5.31K - $5.81K
|
15K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
33+ 1.61% |
$5.31K - $5.81K
|
2.08K
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
32New |
$5.15K - $5.64K
|
32
$5.27K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
32+ 0.61% |
$5.15K - $5.64K
|
5.31K
$874K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
32+ 0.4% |
$5.15K - $5.64K
|
8.11K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
32+ 0.61% |
$5.15K - $5.64K
|
5.24K
$864K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
31+ 0.97% |
$4.99K - $5.46K
|
3.24K
$533K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
30+ 1.57% |
$4.83K - $5.29K
|
1.95K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
29+ 0.32% |
$4.67K - $5.11K
|
9.18K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
28New |
$4.5K - $4.93K
|
28
$4.61K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
28New |
$4.5K - $4.93K
|
28
$4.61K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
27+ 0.14% |
$4.34K - $4.76K
|
19.7K
$3.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
27+ 77.14% |
$4.34K - $4.76K
|
62
$10.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
27+ 0.05% |
$4.34K - $4.76K
|
52.5K
$8.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
24+ 0.42% |
$3.86K - $4.23K
|
5.74K
$946K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
23+ 1.57% |
$3.7K - $4.05K
|
1.49K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21+ 1.62% |
$3.38K - $3.7K
|
1.32K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
21+ 0.61% |
$3.38K - $3.7K
|
3.47K
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
21+ 0.37% |
$3.38K - $3.7K
|
5.72K
$943K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.14% |
$3.38K - $3.7K
|
14.7K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
20+ 0.26% |
$3.22K - $3.52K
|
7.67K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
18+ 1.17% |
$2.9K - $3.17K
|
1.56K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17+ 0.72% |
$2.74K - $3K
|
2.38K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
16+ 1.2% |
$2.57K - $2.82K
|
1.35K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
15+ 0.68% |
$2.41K - $2.64K
|
2.21K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14+ 0.92% |
$2.25K - $2.47K
|
1.54K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
13+ 0.6% |
$2.09K - $2.29K
|
2.19K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$2.09K - $2.29K
|
13
$2.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
12+ 0.61% |
$1.93K - $2.11K
|
1.99K
$328K
|